Bridging Gaps and Extending Workflows in NetDocuments: See One Step Save in Action at NDInspire

We’re Heading to NetDocuments Inspire! 

We’re excited to share that Legality Software will be a proud sponsor at this year’s NetDocuments Inspire conference (#NDInspire25)! This annual event brings together legal technology leaders, NetDocuments partners, and firms of all sizes to explore new ideas, share best practices, and see the latest innovations that make NetDocuments the leading cloud document management platform. 

If you’re planning to attend, we’d love for you to stop by our booth and see how our products, One Step Save and One Step Workspace help firms like yours maximize the value of their NetDocuments investment. 

The Challenge We Solve 

NetDocuments is powerful, but like any platform, users sometimes run into workflow gaps that slow things down. Two of the most common challenges we hear from firms are: 

• Manual uploads from unsupported applications. Users often have to download files from scanners, PDF editors, browsers, or niche apps and then re-upload them into NetDocuments. This adds steps, creates duplicate versions, and introduces compliance risks. 

• Administrative bottlenecks. Only administrators can create or modify workspaces, which means users often wait for IT to organize client or matter workspaces. This creates delays, adds stress to admins, and slows down productivity. 

Legality Software was founded to solve these problems with practical, easy-to-use tools. 

One Step Save: Direct Integration + Extended Functionality 

Our flagship solution, One Step Save, was built for every NetDocuments user. It does two things that make a huge difference in day-to-day work: 

• Direct Saving from Unsupported Applications. 
  Applications like scanners, PDF editors, specialty browsers, CAD tools, or industry-specific programs don’t always have a way to connect with NetDocuments. With One Step Save, users can save directly into NetDocuments from these tools—no more downloads, local saves, or re-uploads. This reduces errors, saves time, and ensures documents are always in the right workspace with the right profile data. 

• Extended Support for Applications NetDocuments Already Integrates With. 
  Even in supported applications like Microsoft Word, Excel, PowerPoint, and Outlook, NetDocuments’ integration only covers basic open/save functions. One Step Save extends those capabilities by unlocking advanced tasks like: 

• Performing mail merges directly into NetDocuments 

• Inserting pictures or objects from files stored in NetDocuments 

• Exporting or printing documents directly to PDF in NetDocuments 

The Result?

Users can work more fully in their familiar applications while keeping every piece of work product securely stored in NetDocuments. 

The Bottom Line?

One Step Save eliminates frustrating workarounds and ensures every user, regardless of what application they’re in, can seamlessly capture more content in NetDocuments. 

One Step Workspace: Workspace Creation Without the Wait 

The second major gap we address is workspace creation. Out of the box, only NetDocuments administrators can create or modify workspaces. While this keeps things controlled, it also creates bottlenecks, especially for busy firms handling multiple client matters at once. 

One Step Workspace changes that. It empowers standard users to create or update workspaces themselves using firm-approved templates and rules. This eliminates the wait for admin intervention, reduces IT stress, and ensures workspaces are set up consistently and quickly. 

For firms, this means: 

• Faster client and matter onboarding 

• Less administrative backlog 

• Greater flexibility without sacrificing governance 

Why This Matters for NetDocuments Projects 

If you’re a NetDocuments partner or firm preparing for a migration, adoption and compliance are everything. Users need tools that reduce friction, make filing second nature, and ensure repositories stay clean from the start. 

By adding Legality Software’s solutions into the mix, you give your users the ability to: 

• Save from anywhere, in one step 

• Do more in the applications they already use 

• Organize workspaces instantly without IT bottlenecks 

That’s how you move from “just adopting NetDocuments” to fully maximizing it. 

Join Us at NDInspire25 

Whether you’re an administrator looking to ease your team’s workload, a partner seeking to accelerate migrations, or a user ready for smoother workflows, we’d love to show you how Legality Software can make a real difference. 

We can’t wait to connect with you at NetDocuments Inspire 2025. Stop by our booth #13 to see One Step Save and One Step Workspace in action. 

Schedule a demo with us in advance or while we are there.  

Don’t forget to follow the conversation with #NDInspire25 

See you there!